Download Report

AN EVENING
WITH
THE
An Exclusive Event for Doctors and Practice Administrators
Don’t miss this opportunity to gain knowledge concerning
veterinary opportunities from experts in the industry.
 Unparalleled access to a variety of industry experts in one convenient setting
 Learn about potential pitfalls that can directly impact your practice
 Discover new opportunities for growth and success in the veterinary industry
Join us Wednesday, May 27th l 6:00pm - 8:00pm
11814 115th Ave NE, Bldg J, Kirkland, WA 98034 l Seattle Veterinary Specialists
NO COST to attend l Food and Beverages
SPACE IS LIMITED TO 5O GUESTS
RSVP by May 25th to reserve your seat.
Call Joseph Coury at 440-554-3524
or email [email protected]
Changing Lives, Forever
INDUSTRY EXPERTS
Darby Affeldt
Financial Advisor
Darby Affeldt, DVM is a Financial Advisor working w
Owners, such as Physicians, Dentists, and Veterin
Medicine herself, Darby understands the complexiti
works diligently and comprehensively to suit these nee
is passionate about helping others succeed and us
Darby Affeldt, DVM
Scott Henderson
training
to help clients efficiently pursue their goals. She specializes in
Financial Advisor
financial strategies for medical practices, independent businesses, indiv
NORTH STAR RESOURCE
GROUP
passionate
about ®educating
her clients to support them in achieving fin
Joseph Coury
Changing Lives, Forever
Joseph Coury is a Regional Sales Manager
for Bank of America Practice Solutions
Veterinary Division. In this role Joseph
works only with Veterinarians and
specializes in veterinary specific lending
as well offering critical knowledge to
establish and develop veterinary practices.
Scott Henderson is a business attorney whose
clients include veterinarians, dentists and
Darby Affeldt,Darby
DVM, isis
a Financial
Advisor
otherreceived
professional
practices.
He provides and DV
originally
fromforColorado and
both
her Bachelor’s
North Star Resource
Group Following
specializing in
advice in such
areas
as practice
University.
her move to Seattle,
Darby
built
both atransitions,
relief veterina
working with Veterinarians and Practices. A
real estate and employment matters. Scott’s
operated
a successful
and development
company,
practice owner
herself, Darby
understandsconstruction
representation
includes the
drafting of construc
one
veterinary
hospital
in
13
years.
Darby
was
inspired
to
finan
the complexities and needs of her clients and
purchase and sale agreements,become
employment
office a
602.801.2
Darby Affeldtto suit
faxand
602.224.9
works holistically
and
comprehensively
agreements,
options
to
purchase,
leases
experiences
as a business owner, hoping to help protect
others by offerin
[email protected]
Financial Advisor
these needs.
other strategic planning documents.
educational approach.
Darby Affeldt, DVM is a Financial Advisor working with Small Business and Pract
Owners, such as Physicians, Dentists, and Veterinarians. A Doctor of Veterin
Working Medicine
with North
Star’s
Southwest
Darbyand
partners
Mark a
herself,
Darby
understandsDivision,
the complexities
needs ofwith
her clients
works diligently
and comprehensively
suit these
needs.minds
A lifelonginentrepreneur,
Da
receive excellent
service
from some oftothe
brightest
the financia
is passionate about helping others succeed and using her personal experience a
registered—Series
7, holds a State Law Securities registration—Series 63
training to help clients efficiently pursue their goals. She specializes in designing low-risk tax-efficie
Representative—Series
65, independent
and a Life/Health/Disability
license
financial
strategies for medical practices,
businesses, individuals Insurance
and estates; she
is dee
passionate about educating her clients to support them in achieving financial literacy and security.
Darby has authored several articles and has spoken at several veterinary
Darby is originally from Colorado and received both her Bachelor’s and DVM degrees from Colorado Sta
College
of Veterinary
Medicine,
in addition
toveterinary
national
symposiums.
Outsi
University.
Following
her move to Seattle,
Darby built
both a relief
career
and founded and
operated
a successful
construction and
development
company, constructing
over and
100 new
and
with
Sierra Veterinary
Medical
Association,
Vet Partners,
thehomes
America
one veterinary
hospital in 13 is
years.
Darby wasvolunteer
inspired to become
a financial
advisor
based
off of her
ow
and
additionally
a
surgical
with
the
Lewis
County
Animal
Hos
JeffasClark,
AIA owner, hoping to help protect othersBRIAN
F. BRAY,
C.P.A.
experiences
a business
by offering
a holistic,
comprehensive, an
Seattle
and Olympia, WA, Darby enjoys cycling, swimming, snow and wat
educational
approach.
Rod Johnston, MBA, CMA
Owner
Rod has a vast amount of knowledge,
experience and education in all aspects of
business and real estate that provide an
incredible value to every veterinary practice.
Rod is a licensed commercial broker in
Washington and Oregon. He also has an
MBA from Seattle University, is a Certified
Management Accounting, a member of
the Institute of Business Appraisers and the
National Association of Practice Brokers
Brian Bray Dr.
grewChristian
up in SeattleAffeldt
and graduated
spending time with her family—husband,
(also a vete
the University
Washington.
He has
Working
withTruman,
North Star’s12.
Southwest Division, Darbyfrom
partners
with MarkofBonnett
to ensure
that clients
and
a certified
public industry.
accountant
andis
business
receive excellent service from some of the brightestbeen
minds
in the financial
Darby
Securities
advisor for over 25 63,
years
his teamAdvisor
helps
registered—Series 7, holds a State Law Securities registration—Series
anand
Investment
theirInsurance
clients aslicense,
businesseach
improvement
profit
Jeff Representative—Series
is the Senior Principal 65,
andand
President
of
a Life/Health/Disability
in multipleand
states.
advisors by offering creative, results oriented
Architectural Werks, Inc., a Kirkland based
solutions along with insight and perspective,
architecture,
and interiors
Darby hasplanning,
authored several
articlesfirm
and has spoken at several veterinary schools, such as the WSU honed by decades of experience. The mission of
of Veterinary
in addition
symposiums. Outside of work, Darby is involved
thatCollege
has teamed
up withMedicine,
veterinarians
to to national
Benton Bray, P.S. is to help our clients prosper by
with Sierra
America
Veterinary
Associatio
complete
moreVeterinary
than 350Medical
animal Association,
healthcare Vet Partners,
actingand
as athe
resource
center
to helpMedical
clients build
and additionally
is the
a surgical
with the Lewis
County Animal
Hospital.
residing
in
facilities
throughout
Pacificvolunteer
Northwest
prosperous
businesses
and Currently
implement
plans to
Seattle
and
Olympia,
WA,
Darby
enjoys
cycling,
swimming,
snow
and
water
skiing,
traveling,
reading,
and
since 1969.
achieve their financial freedom.
spending time with her family—husband, Dr. Christian Affeldt (also a veterinarian), and children Emme, 1
and Truman, 12.
North Star Resource Group • 1100 Dexter Avenue N, Suite 100 • Seattle, WA 98109 • Main
4645 N. 32nd Street, Suite 100 • Phoenix, AZ 85018
Don’t miss out on this
Exclusive Event
*Financial Advisors do not provide tax or legal advice and this should not be considered as such. Please consult a tax or legal professional for advice regar
North Star Consultants, Inc., Insurance Products and Services| CRI Securities, LLC - Securities and Investments | Securian Financial Services, Inc. – Var
North Star Resource Group offers securities and investment advisory services through CRI Securities, LLC and Securian Financial Services, Inc. Membe
Services, Inc. and North Star Resource Group. North Star Resource Group is not affiliated with Securian Financial Services, Inc. North Star Resource G
Darby is a registered representative and investment advisor representative of CRI Securities, LLC and Securian Financial Services, Inc.
AN EVENING
WITH
THE
Call Joseph Coury at 440-554-3524
or email
[email protected]
1172610North
| DOFUStar
04-2015
Resource Group • 1100 Dexter Avenue N, Suite 100 • Seattle, WA 98109 • Main 602.801.2002 • Fax 602.224.9044
www.northstarfinancial.com
4645 N. 32nd Street, Suite 100 • Phoenix, AZ 85018
*Financial Advisors do not provide tax or legal advice and this should not be considered as such. Please consult a tax or legal professional for advice regarding your specific situation.
North Star Consultants, Inc., Insurance Products and Services| CRI Securities, LLC - Securities and Investments | Securian Financial Services, Inc. – Variable Products and Securities
North Star Resource Group offers securities and investment advisory services through CRI Securities, LLC and Securian Financial Services, Inc. Members FINRA/SIPC. | CRI Securities, LLC is affiliated with Securian
Services, Inc. and North Star Resource Group. North Star Resource Group is not affiliated with Securian Financial Services, Inc. North Star Resource Group is independently owned and operated.
Darby is a registered representative and investment advisor representative of CRI Securities, LLC and Securian Financial Services, Inc.
1172610 | DOFU 04-2015
www.northstarfinancial.com
P